Nico Williams

Nico Williams

Pearson Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Woodbridge
View location

Top Rated 2025
Verified since: August, 2020

4.9 out of 5

81 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 04 April 2025

    Nico is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nico's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Nico has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Nico has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nico has not yet added their fees to their profile

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nico

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nico (based on 13 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 04 April 2025

    Nico is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nico's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Nico has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Nico has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nico has not yet added their fees to their profile

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nico

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nico (based on 13 first impressions)

I am a Chartered Financial Planner/Independent Financial Adviser and have worked in financial services since 2011. I provide Financial Advice to clients from all backgrounds including professionals, business owners, tradespeople and the retired, helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management including: investments, pensions, retirement planning, wealth & life protection, savings, tax, and inheritance tax planning. I am more than happy to arrange video or phone appointments, as well as face to face meetings, to discuss your circumstances and see if I can be of any assistance. Meetings are at no obligation, expectation or expense.

Offers available through VouchedFor

Contact Nico through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Nico's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Savings

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

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